← NJ Mutual Fund

NJ ELSS Tax Saver Scheme

ELSS Data as of May 2026 Comparing Apr 2026 → May 2026
Share: WhatsApp X
Stocks Held
25
May 2026
Equity Holdings
₹326.03 Cr
Equity only, excl. debt & cash
Top 5 Weight
26.1%
Moderate
Top 10 Weight
50.2%
Moderate
Changes
29
3 new · 4 exits
Top Sector
Pharmaceuticals & Biotechnology
14.1% of portfolio
📋 What Happened This Month NJ ELSS Tax Saver Scheme made 3 new additions and exited 4 stocks this month. The biggest new buy was ABB India Limited (Electrical Equipment) at 4.98% weight. Metropolis Healthcare Limited was the biggest exit (Healthcare Services), which was held at 3.22%. Among existing holdings, Akzo Nobel India Limited saw the biggest increase — now at 5.30% of the portfolio. The Great Eastern Shipping Company Limited was trimmed the most, now at 4.46%. Pidilite Industries Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 14.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
Finance 14.9% 15.3% +0.4%
Pharmaceuticals & Biotechnology 11.1% 10.2% -0.9%
Healthcare Services 9.8% 9.7% -0.2%
Transport Services 8.0% 8.2% +0.2%
Agricultural Food & other Products 5.9% 5.7% -0.2%
Capital Markets 5.3% 5.5% +0.2%
Food Products 5.5% 5.4% -0.2%
Auto Components 4.6% 5.3% +0.7%
Fertilizers & Agrochemicals 5.4% 5.1% -0.3%
Textiles & Apparels 4.8% 5.1% +0.3%
Apr 2026 May 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 10.2% 14.1% +3.9%
Finance 15.3% 13.5% -1.8%
Healthcare Services 9.7% 6.9% -2.8%
Capital Markets 5.5% 5.9% +0.4%
Chemicals & Petrochemicals 4.8% 5.4% +0.5%
Consumer Durables 4.6% 5.3% +0.7%
Agricultural Food & other Products 5.7% 5.3% -0.5%
Textiles & Apparels 5.1% 5.2% +0.1%
Auto Components 5.3% 5.1% -0.3%
Electrical Equipment 0.0% 5.0% +5.0%
🟢
Biggest New Buy
ABB India Limited
4.98% weight · Electrical Equipment
🔴
Biggest Exit
Metropolis Healthcare Limited
3.22% was held · Healthcare Services
Biggest Add
Akzo Nobel India Limited
+0.71% · now 5.30%
Biggest Trim
The Great Eastern Shipping Company Limited
-3.71% · now 4.46%
🤝 Other funds also bought this month
ABB India Limited 38 funds
ABB India Limited
Motilal Oswal Focused Fund - Direct Plan Growth Option
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH
Motilal Oswal Special Opportunities Fund - Direct - Growth + more
Divi's Laboratories Limited 21 funds
Divi's Laboratories Limited
Bajaj Finserv Nifty Next 50 Index Fund - Direct - Growth
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth
UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option + more
JB Chemicals & Pharmaceuticals Limited 7 funds
JB Chemicals & Pharmaceuticals Limited
Aditya Birla Sun Life Business Cycle Fund-Direct Growth
CANARA ROBECO CONSERVATIVE HYBRID FUND
SBI Nifty Small Cap 250 ETF + more
👋 Other funds also exited
SBI Cards and Payment Services Limited 16 funds
SBI Cards and Payment Services Limited
LIC MF Banking and Financial Services Fund-Direct Plan-Growth
360 ONE QUANT FUND DIRECT GROWTH
Bank of India Mid Cap Fund - Direct Plan Growth + more
SKF INDIA INDUSTRIAL LTD 3 funds
SKF INDIA INDUSTRIAL LTD
HDFC MNC Fund - Growth Option - Direct Plan
HDFC Defence Fund - Growth Option - Direct Plan
UTI Multi Cap Fund - Direct Plan - Growth Option
SKF India Limited 3 funds
SKF India Limited
HDFC MNC Fund - Growth Option - Direct Plan
Franklin Build India Fund - Direct - Growth
HDFC Defence Fund - Growth Option - Direct Plan
Metropolis Healthcare Limited 1 fund
Metropolis Healthcare Limited
Sundaram Value Fund Direct Plan - Growth

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 3 New Entries 🔴 4 Exits ↑ 13 Increased ↓ 9 Decreased
#StockSectorWeight (May 2026)
1
ABB India Limited
₹16.30 Cr
Electrical Equipment 4.98%
2
JB Chemicals & Pharmaceuticals Limited
₹7.25 Cr
Pharmaceuticals & Biotechnology 2.21%
3
Divi's Laboratories Limited
₹7.01 Cr
Pharmaceuticals & Biotechnology 2.14%
#StockSectorLast Weight (Apr 2026)
1
Metropolis Healthcare Limited
₹10.41 Cr
Healthcare Services 3.22%
2
SBI Cards and Payment Services Limited
₹7.65 Cr
Finance 2.36%
3
SKF INDIA INDUSTRIAL LTD
₹1.95 Cr
Industrial Products 0.60%
4
SKF India Limited
₹1.52 Cr
Auto Components 0.47%
#StockSectorApr 2026May 2026Change
1
Akzo Nobel India Limited
₹17.36 Cr
Consumer Durables 4.59% 5.30% +0.71%
2
Mphasis Limited
₹16.21 Cr
IT - Software 4.42% 4.95% +0.53%
3
Pidilite Industries Limited
₹17.51 Cr
Chemicals & Petrochemicals 4.83% 5.35% +0.52%
4
Dr. Lal Path Labs Limited
₹10.90 Cr
Healthcare Services 3.01% 3.33% +0.32%
5
AU Small Finance Bank Limited
₹15.35 Cr
Banks 4.47% 4.69% +0.22%
6
Bosch Limited
₹16.53 Cr
Auto Components 4.84% 5.05% +0.21%
7
Aptus Value Housing Finance India Limited
₹9.28 Cr
Finance 2.62% 2.83% +0.21%
8
Muthoot Finance Limited
₹12.38 Cr
Finance 3.58% 3.78% +0.20%
9
HDFC Asset Management Company Limited
₹11.01 Cr
Capital Markets 3.16% 3.36% +0.20%
10
UTI Asset Management Company Limited
₹8.24 Cr
Capital Markets 2.35% 2.52% +0.17%
#StockSectorApr 2026May 2026Change
1
The Great Eastern Shipping Company Limited
₹14.62 Cr
Transport Services 8.17% 4.46% -3.71%
2
Britannia Industries Limited
₹14.77 Cr
Food Products 5.37% 4.51% -0.86%
3
Marico Limited
₹17.23 Cr
Agricultural Food & other Products 5.72% 5.26% -0.46%
4
Bayer Cropscience Limited
₹15.38 Cr
Fertilizers & Agrochemicals 5.10% 4.69% -0.41%
5
Pfizer Limited
₹10.54 Cr
Pharmaceuticals & Biotechnology 3.50% 3.22% -0.28%
6
Alkem Laboratories Limited
₹10.75 Cr
Pharmaceuticals & Biotechnology 3.42% 3.28% -0.14%
7
Hero MotoCorp Limited
₹15.62 Cr
Automobiles 4.80% 4.77% -0.03%
8
Abbott India Limited
₹10.59 Cr
Pharmaceuticals & Biotechnology 3.25% 3.23% -0.02%
9
CRISIL Limited
₹10.15 Cr
Finance 3.11% 3.10% -0.01%

What Stocks Does This Fund Hold?

25 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹17.51 Cr
Chemicals & Petrochemicals
5.35%
2
₹17.36 Cr
Consumer Durables
5.30%
3
₹17.23 Cr
Agricultural Food & other Products
5.26%
4
₹16.87 Cr
Textiles & Apparels
5.15%
5
₹16.53 Cr
Auto Components
5.05%
6
₹16.30 Cr
Electrical Equipment
4.98%
7
₹16.21 Cr
IT - Software
4.95%
8
₹15.62 Cr
Automobiles
4.77%
9
₹15.38 Cr
Fertilizers & Agrochemicals
4.69%
10
₹15.35 Cr
Banks
4.69%
🏆 Top stocks held by ELSS funds
See which stocks all active ELSS fund managers are buying — ranked by total value invested
🏦 NJ Mutual Fund — Portfolio & Holdings
See all funds managed by NJ Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

Found a discrepancy or have feedback? Contact Us — we read every message personally.